Divestiture o Assist in the divestiture of Cygnus Home Service, LLC and Schwan’s Company/CJ o Actively the Project Manager for Cygnus Home Service on the Infrastructure side of the Cygnus Home Service transition o Manage resources to ensure tasks are completed in a timely manner for the transition in addition to the run the business tasks for both companies o Hold our vendor partners accountable for the project plan by communicating expectations of what we need in a project plan while maintaining our business relationship o Mitigate issues that arise between the vendor and internal employees regarding disagreements on how to complete work o Negotiate with vendors on the cost of time and materials based on the requirements provided o Escalate any issues or concerns that could become major business roadblocks to our steering committee with proposed solutions o Ensured appropriate contracts, NDA’s, etc. are on file with each vendor and Cygnus Home Service, LLC o Review invoices and align these with the purchase orders or statement of work to send the payment request to accounts payable o Work with product owners, program managers, vendors, and leadership staff to keep them informed of the project status, budget, and resource needs o Utilize Project, Excel, Visio, Teams and SharePoint to manage my project tasks, resources, and budget for Cygnus Home Service o Create the cutover plan for NetSuite and other third-party applicationsOther Projects o Work with business units to understand requirements for new project requests o Gather the appropriate resources to size and estimate the cost of the budget request o Request quotes from outside vendors and request demo’s if applicable o Utilized Daptiv to manage internal and external resources on the CJ Schwans side of the company o Adjust resources as needed with different projects being prioritized

•Assess an applicant’s risk of claim by reviewing their credit score, the type and amount of bond being requested, contracts, financial statements, court documents, and other relevant documentation•Work on projects to determine if the products we are providing are relevant in the current market and if there are any changes we can make to be more competitive in the market•Communicate by phone and email with insurance agents to advise of our decision or request additional information if needed

•Review, analyze, and cash flow financial statements, credit reports, appraisals, and customer explanations to determine qualifications to decision files for the best solutions for the customer•Maintain a high level of customer service when working with customers and internal partners throughout the modification review process to gather information to make the appropriate modification decision within government and proprietary guidelines•Assist peers with answering questions and signing off on files for team members with equal or less delegation of authority •Lead, participate, and report out on numerous projects or assignments for all levels of the organization•Manage a pipeline of files while prioritizing a workload to ensure standards and metrics are met within guidelines•Assist with audits to ensure our tools are running accurately by analyzing the data inputs and ensuring the outputs are following the waterfall•Assist with system update rollouts by testing scripts in ALM•Pull production reports to assist managers when they are out to ensure our pipeline is being managed•Selected for the proof of concept phase I project where I provided valuable feedback to improve the underwriting process for the next phase

•Work with mortgage customers to assist them with their application for a home modification or liquidation product•Manage up to 100 active applications in my pipeline while focusing on quality and production•Review financial statements to ensure accuracy and completeness•Attend underwriting calibration calls once per week to obtain pertinent information to share with the team•Mentor new hires on daily basis to learn the basics of document review•Volunteered for a processor pilot role where my responsibilities included reviewing the team’s financial documents while building relationships with peers and partners

•Monitor 10-15 team members for quality assurance, review quality assurance call recordings, and coach to quality and customer service.•Assist 20-25 customers per day with their financial needs; including deposit accounts, certificates of deposit, loans and lines of credit, and credit card information•Assist management with tasks that need to be completed for the department or the team•Use effective problem-solving skills to handle and resolve negative customer experiences•Respond to inquiries and escalations from customers giving the customer the best experience possible•Create campaigns and motivational contests per month to promote a positive work environment•Run reports to see where are statistical data points are for the team